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Administrative Support Coordinator

2 months ago

Oldsmar, Florida, United States PDR CPAs and Advisors Full time
Position Overview

Salary: $20.00 - $25.00 Hour

PDR CPAs and Advisors is a well-established firm in the Tampa Bay area, boasting over 50 years of dedicated service. Our focus is on expanding our regional, national, and international CPA service offerings. As a member of the BDO Alliance, we leverage the resources of a global leader in Assurance, Tax, and Consulting services.

Being a local firm allows us the flexibility to proactively support our employees in their professional development. We foster a culture that encourages self-starters to carve out a dynamic and personalized career path. Continuous employee feedback is essential to enhancing our workplace culture, making PDR CPAs and Advisors an exceptional organization for growth.

Work-Life Balance: We prioritize a healthier work-life balance for our professionals.

Empowerment: Our entrepreneurial environment promotes creativity in customizing career opportunities and compensation to meet individual needs.

Role Summary: We are seeking a full-time Administrative Support Specialist who is energetic, detail-oriented, and capable of meeting important deadlines. The ideal candidate should be professional, adaptable, reliable, and demonstrate a high level of accuracy and quality in their work. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint, along with the willingness to learn new software, is crucial.

Key Responsibilities:

  • Prepare for annual tax season, including processing client organizers.
  • Handle various tax forms, including New Clients, Power of Attorneys, and Sub S Elections.
  • Assemble tax returns for mailing to clients or governmental agencies.
  • Distribute tax returns to clients via secure email.
  • Generate and analyze reports during tax season to ensure data accuracy.
  • Process and electronically file all tax returns.
  • Manage incoming calls, expedite work with clients, and collect fees.
  • Respond to inquiries from both internal and external sources, managing communications via email and phone.
  • Compose correspondence and perform other writing tasks as needed.
  • Process outgoing mail, including certified mailings.
  • Assist shareholders as required.

Qualifications:

  • Minimum of 2 years of prior administrative experience.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and commitment to quality.
  • Proven ability to take initiative and responsibility within a team setting.
  • Ability to manage multiple projects simultaneously.
  • Intermediate knowledge of the Microsoft Office Suite.
  • Prior experience in a CPA firm is advantageous.

Ideal Candidate Profile:

  • Professional office administrative assistant experience is highly desirable.
  • Proficient in MS Office Suite.
  • Capable of maintaining focus and attention to detail while multitasking.
  • Ability to handle confidential materials with discretion.
  • Willingness to follow directions, ask questions, and embrace change.
  • Strong interpersonal and communication skills to interact effectively with personnel at all levels.

PDR CPAs and Advisors is proud to be recognized as a Best Company to Work for in Florida and a Best Place to Work by local business publications. We emphasize creating an office environment that caters to our employees' needs and a work schedule that ensures a quality lifestyle.

Benefits Include:

  • Minimum of 16 Days PTO
  • 9 Paid Holidays
  • Group Healthcare
  • Dental/Vision Insurance Options
  • Employer Paid Life Insurance
  • Long & Short Term Disability Insurance
  • Flexible Spending Account (FSA)
  • 401(k) Retirement Plan with Employer Match
  • Tension Tamers Program
  • Fitness Reimbursement
  • Wellness Program
  • Firm Paid CPE/Dues/Licenses
  • Marketing Referral Bonus
  • Flex Time